While I agree this is a technical path that makes sense, I'm not sure it's a financial path that does. Or at least not outside of very upscale, niche products f

While I agree this is a technical path that makes sense, I'm not sure it's a financial path that does. Or at least not outside of very upscale, niche products for wealthy consumers or businesses. Which doesn't mean I disagree with you. I also think that this progression is the most likely. But it implies we're decades away from broad adoption rates. Think fifty years to hit mass adoption, not five. (Because that much more closely aligns with other structurally disruptive tech like automobiles or computers) Which is definitely not the story being pitched to investors at the moment.